---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38315051.md"
description: "AI semiconductor industry chain gathering👍Key focus on the center stage $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US)"
datetime: "2026-02-01T02:02:46.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38315051.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38315051.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38315051.md)
author: "[价值&投资](https://longbridge.com/en/profiles/3090.md)"
---

# AI semiconductor industry chain gathering👍Key foc…


### Related Stocks

- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)

## Comments (15)

- **狙击手【波先生】 · 2026-02-01T16:02:37.000Z · 👍 1**: Why didn't I see AMD
- **limit · 2026-02-01T07:18:55.000Z · 👍 1**: TSMC is the only true god
- **Debruyy · 2026-02-01T05:45:54.000Z · 👍 3**: TSMC is the one true god
- **炒股小萌新 · 2026-02-01T03:58:46.000Z · 👍 1**: Bro, are you still holding Novo Nordisk?
- **赚不尽亏得完 · 2026-02-01T03:11:53.000Z · 👍 1**: Look at the C position, buy the C position.
- **我要自由6666 · 2026-02-01T02:09:46.000Z · 👍 2**: Bro Value, you've worked hard.
- **Ω骑墙派 · 2026-02-01T02:08:43.000Z · 👍 1**: Bro, the AI trend is getting stronger, but recently the focus isn't on AI4S, which feels a bit disappointing.
- **沧溟木 · 2026-02-01T02:05:45.000Z · 👍 10**: Why does it feel like they're all Taiwanese?
- **得梦为鱼 · 2026-02-01T02:05:37.000Z · 👍 2**: Berkshire, showing its power😂
- **股市菜鸡 · 2026-02-01T02:05:23.000Z · 👍 3**: TSMC
- **肥仔小竹 · 2026-02-01T02:05:13.000Z · 👍 3**: Not for sale
- **华尔街蜡笔小新 · 2026-02-01T02:05:10.000Z · 👍 2**: Good morning bro
- **西瓜呀 · 2026-02-01T02:04:33.000Z · 👍 1**: Haven't gotten on NVIDIA yet, when will there be a chance?
  - **佳昊研究** (2026-02-01T23:48:57.000Z): Today is the opportunity, for several reasons: 1️⃣ The hawkish candidate of the Federal Reserve takes office, interest rate cut expectations plummet, 2️⃣ Crypto crash, 3️⃣ Iran turmoil again, etc.
  - **西瓜呀** (2026-02-02T01:06:02.000Z): 👍